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BUSINESS PLANNING

We can assist you with evaluating the most advantageous form of business for your company and provide comprehensive services to assist your goal of success. Our services are innovative, vision-focused and tailored to your needs. We provide comprehensive and creative strategies that address the issues affecting your business.

 

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PERSONAL PLANNING

For three generations, Feiner Financial has provided personal planning services of the highest quality for people, family trusts, and high net worth individuals. Our unique style of client service combines decades of professional expertise and diversity of experience with a close personal approach, earning us a reputation that ranks among the best in our field.

 

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ESTATE & TRUST

The best estate plans incorporate all financial, family and tax considerations to ensure maximum benefits. Estate and gift planning provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

 

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TAX AUDITS

Our clients look to us for much more than traditional compliance work. At Feiner Financial, we forge long-term client relationships by blending expert tax preparation services with strategic planning and consultation. We offer audit defense and tax audit help for IRS and state tax audits.

 

About

We are small boutique firm that has an unwavering focus on client service that has defined our purpose and propelled our growth. We provide creative solutions to help you meet and exceed your goals through the ever-changing financial climate that confronts businesses and individuals every day.

 

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TESTIMONIAL

“Gary makes our business work financially. He does our personal taxes as well. He is creative, efficient, and a pleasure to work with.” – Nancy Oaks, owner of Boulevard Restaurant

“Gary protects my assets, and dramatically increases our value …” Bruce Aidells, Founder of Aidells Sausage Company

“We are extremely pleased to be in the very capable hands of Gary Feiner. We have always received personal attention and deeply appreciate his voluminous knowledge of tax law.” – Prof. Leon Litwack, UC Berkeley

“Gary Feiner is the most knowledgeable, up-to-date, and best-informed tax professional. Year after year, my wife and I have relied on his expertise.” – Ernest Nadel, PhD. Economics

“Feiner has once again performed magic on my taxes. His ability to work tax law to my advantage has left me grateful, awestruck and much richer this year.” – Dr. Gary Birnbaum

 

Contact

Feel free to call us with any question you might have. We are here to serve you.

Feiner Financial
900 Larkspur Landing Circle Suite 240
Larkspur CA 94939
Map

Phone: 415-464-1040

Strength Commitment Knowledge

“Providing the highest level of personalized service in fields of medicine, technical, finance, law, real estate and trust administrators. We help a wide variety of clients achieve financial freedom.”